Our Trading Talk is much more than just market and financial discussion. We enjoy the conversation of lifestyle topics and incorporating ideas and tips for every season. We look forward to continuing to invest in your dreams, your community, and your investments…FORWARD.

Click the photo below to read our latest Trading Talk

Trading Talk-Quarter 1 -2022

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In this Trading Talk you will find:

  • ‘Tim’s Take’ on the current season and market.

  • Meet the newest members of your Global Team, Alexander Reese and Sasha Buxton. 

  • ‘Things to Do’ checklist for this Winter as well as ways to refine your estate plan for 2022.

  • Celebrate Mardi Gras with a delicious King Cake and check the last page for a contest we would love for you to be a part of.

Trading Talk-Quarter 1 - 2022

Trading Talk-Quarter 2 - 2022

 

In this Trading Talk you will find:

  • ‘Tim’s Take’ on the current season and market.

  • Celebrate Family Wellness Month and Drive-In Movie Day with some fun activities and DIYs for the whole family! 

  • ‘Things to Do’ checklist for this Spring.

  • Read our newest addition to the Trading Talk: "Wine Talk with Tim, it's not just about grapes..." and hear from your very own, Tim Andreas about his insight on all things wine.

  • Catch up on what your team has been up to and celebrate the accomplishments of your team

Trading Talk-Quarter 3 - 2022

WE'RE ON OUR WAY...FORWARD

 

In this Trading Talk you will find:

  • An exciting Tim’s Take on your team’s new season and where we are heading! (tap the building photo at the top of the newsletter for a video) 

  • Our new segment, “Team’s Take” starting with our very own Chad Babin and his take on National Fishing Month.

  • An update on what is going on in the firm, celebrating your teams accomplishments.

  • Planning for All Seasons as well as important dates and market closures.

Trading Talk-Quarter 4 - 2022

In this Trading Talk you will find:

  • ‘Tim’s Take’ on the current season and market.

  • A reflection of what your team has been up too this past year from kick off meetings, team member celebrations and team conferences.

  • Our “Next Level, On Our Way” conference in Fairhope, AL, Staying Golden While Achieving Success!

  • “Wine Talk with Tim…It’s Not Just About Grapes” as Tim discusses his beverage choice for the upcoming holidays!

  • Hear about the Local Heart Foundation, and on how our community is creating a culture of compassion.